Brokerages Set West Fraser Timber Co. Ltd. (NYSE:WFG) Target Price at $87.00

West Fraser Timber Co. Ltd. (NYSE:WFG) has been given a consensus rating of “Hold” by the seven brokerages that are covering the company, Marketbeat.com reports. Two equities research analysts have rated the stock with a sell rating, one has assigned a hold rating and four have given a buy rating to the company. The average 1-year price objective among analysts that have covered the stock in the last year is $87.00.

A number of equities analysts have issued reports on WFG shares. Canadian Imperial Bank of Commerce cut West Fraser Timber from an “outperform” rating to a “neutral” rating in a report on Tuesday, December 9th. Zacks Research cut shares of West Fraser Timber from a “hold” rating to a “strong sell” rating in a report on Monday, January 26th. Royal Bank Of Canada cut their target price on shares of West Fraser Timber from $91.00 to $85.00 and set an “outperform” rating on the stock in a report on Thursday, December 18th. Weiss Ratings reissued a “sell (d)” rating on shares of West Fraser Timber in a research report on Wednesday, January 21st. Finally, Raymond James Financial upgraded shares of West Fraser Timber from a “hold” rating to a “moderate buy” rating and set a $75.00 price objective for the company in a research report on Wednesday, January 14th.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of WFG. Vanguard Group Inc. boosted its holdings in West Fraser Timber by 1.0% during the third quarter. Vanguard Group Inc. now owns 2,174,528 shares of the company’s stock worth $147,829,000 after purchasing an additional 22,443 shares during the last quarter. Mackenzie Financial Corp boosted its position in West Fraser Timber by 89.5% during the third quarter. Mackenzie Financial Corp now owns 1,720,094 shares of the company’s stock worth $116,910,000 after purchasing an additional 812,474 shares during the period. Manning & Napier Advisors LLC grew its stake in West Fraser Timber by 91.6% in the 3rd quarter. Manning & Napier Advisors LLC now owns 1,671,846 shares of the company’s stock valued at $113,656,000 after buying an additional 799,422 shares during the last quarter. 1832 Asset Management L.P. lifted its holdings in West Fraser Timber by 15.2% during the 2nd quarter. 1832 Asset Management L.P. now owns 1,642,398 shares of the company’s stock worth $120,388,000 after purchasing an additional 217,304 shares during the last quarter. Finally, Donald Smith & CO. Inc. bought a new stake in shares of West Fraser Timber in the fourth quarter valued at about $91,014,000. 40.23% of the stock is owned by institutional investors and hedge funds.

Key West Fraser Timber News

Here are the key news stories impacting West Fraser Timber this week:

• Positive Sentiment: Q4 EPS beat consensus (reported loss per share smaller than expected) and company disclosures that accompanied results — helped sentiment despite a negative quarter. Report showed EPS of ($2.42) vs. analyst estimate ($2.71) and included a slide deck for investors. Press Release / Slide Deck
• Positive Sentiment: Quarterly dividend declared: $0.32 per share (record Mar 13, payable Apr 2), signaling management willingness to return cash to shareholders and supporting sentiment for income‑oriented investors.
• Positive Sentiment: Balance sheet & technicals supportive — very low debt-to-equity (~0.05), current/quick ratios above 1, and the stock trading above both its 50‑day and 200‑day moving averages on increased volume, which can attract momentum buyers.
• Neutral Sentiment: Earnings call materials and presentation released — management discussed strategic investments and outlook; these items provide context but contain no major surprise that would materially change the near‑term thesis until guidance detail is parsed. Earnings Presentation Call Transcript Call Highlights
• Negative Sentiment: Near-term analyst outlook is weak — Scotiabank projects Q1 2026 EPS of ($1.07), signaling expectations for continued losses into the next quarter which can cap upside.
• Negative Sentiment: Underlying fundamentals still strained: Q4 produced a negative net margin (~-4.35%) and negative ROE (~-2.63%), and revenue slightly missed estimates ($1.17B vs. ~$1.18B), highlighting operational pressure in current end markets. Press Release

West Fraser Timber Stock Performance

West Fraser Timber stock opened at $73.49 on Thursday. The stock has a 50-day simple moving average of $66.27 and a 200 day simple moving average of $67.17. The stock has a market capitalization of $5.59 billion, a price-to-earnings ratio of -6.03 and a beta of 1.12. The company has a quick ratio of 1.32, a current ratio of 2.13 and a debt-to-equity ratio of 0.05. West Fraser Timber has a 12-month low of $57.34 and a 12-month high of $82.18.

West Fraser Timber (NYSE:WFG) last issued its quarterly earnings results on Wednesday, February 11th. The company reported ($2.42) earnings per share for the quarter, beating analysts’ consensus estimates of ($2.71) by $0.29. The business had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.18 billion. West Fraser Timber had a negative net margin of 17.15% and a negative return on equity of 5.69%. On average, research analysts anticipate that West Fraser Timber will post 4.45 earnings per share for the current fiscal year.

West Fraser Timber Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Stockholders of record on Friday, March 13th will be given a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.7%. West Fraser Timber’s dividend payout ratio (DPR) is currently -38.21%.

West Fraser Timber Company Profile

West Fraser Timber Co Ltd. (NYSE: WFG) is a leading North American diversified wood products company headquartered in Vancouver, British Columbia. The company operates a broad portfolio of manufacturing facilities that produce lumber, engineered wood products such as laminated veneer lumber (LVL), oriented strand board (OSB) and plywood, as well as medium density fibreboard (MDF), particleboard, pulp and paper. West Fraser’s integrated production model spans harvesting, milling and finishing, allowing it to serve a wide range of residential, commercial and industrial construction markets.

Founded in 1955 as West Fraser Mills, the company has grown through both organic investment and strategic acquisitions to become one of the largest lumber producers in the world.